Simply Good Foods
SMPL
293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.
111% more call options, than puts
Call options by funds: $8.39M | Put options by funds: $3.97M
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
5% more funds holding
Funds holding: 278 → 293 (+15)
4% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 103
0.48% more ownership
Funds ownership: 94.49% → 94.97% (+0.48%)
11% less capital invested
Capital invested by funds: $3.72B → $3.31B (-$410M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$65.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.7M |
| 3 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$26.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$99.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$32.9M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$16.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.9M |
| 5 |
BlackRock
New York
|
-$14.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
326
Elequin Capital
New York
| – | -$4.99K | -128 | Closed |
|
|
LDB
327
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$3.9K | -100 | Closed |
|
|
BOJHT
328
Bank of Jackson Hole Trust
Jackson,
Wyoming
| – | -$2.85K | -73 | Closed |
|
329
AssetMark Inc
Concord,
California
| – | -$1.29K | -33 | Closed |
|
|
HFS
330
Hantz Financial Services
Southfield,
Michigan
| – | +$506 | +14 | New |
|
SMPL Hedge Fund Activity: Q1 2025 in Review
293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.
- 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
- Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
- 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
- The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
- The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.
Based on aggregated 13F filings for Q1 2025.